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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
426
Oppenheimer & Co
New York
$1.87M +$99.5K +292 +6%
NPFS
427
Novak & Powell Financial Services
Florida
$1.86M +$876K +2,571 +77%
IWN
428
Independent Wealth Network
Iowa
$1.85M +$162K +477 +10%
RWM
429
Ritholtz Wealth Management
New York
$1.84M +$1.12M +3,299 +191%
IWM
430
IHT Wealth Management
Illinois
$1.84M -$283K -832 -14%
IPW
431
Intergy Private Wealth
Colorado
$1.83M +$248K +729 +17%
TW
432
TritonPoint Wealth
Maryland
$1.82M – – –
VWM
433
Valley Wealth Managers
New Jersey
$1.82M -$52.1K -153 -3%
FHC
434
First Heartland Consultants
Missouri
$1.82M -$1.19M -3,491 -41%
AWM
435
Axxcess Wealth Management
California
$1.81M +$1.68M +4,936 New
IF
436
Ironwood Financial
Arizona
$1.79M +$58.9K +173 +3%
BAM
437
Belpointe Asset Management
Nevada
$1.79M +$20.1K +59 +1%
FCA
438
Fortis Capital Advisors
Kansas
$1.79M +$20.1K +59 +1%
CWA
439
Cascade Wealth Advisors
Washington
$1.77M – – –
WIC
440
Whitegate Investment Counselors
New Hampshire
$1.76M +$2.04K +6 +0.1%
CA
441
CGN Advisors
Kansas
$1.76M -$89.9K -264 -5%
DB
442
Dravo Bay
Delaware
$1.75M -$51.8K -152 -3%
CWA
443
Canvas Wealth Advisors
Kansas
$1.74M +$16K +47 +1%
FNBOO
444
First National Bank of Omaha
Nebraska
$1.74M – – –
AWE
445
Avidian Wealth Enterprises
Texas
$1.73M +$213K +624 +15%
AFAS
446
Acorn Financial Advisory Services
Virginia
$1.72M -$128K -375 -7%
RWM
447
Revisor Wealth Management
Ohio
$1.71M +$611K +1,793 +62%
MCM
448
Manchester Capital Management
Vermont
$1.71M -$5.79K -17 -0.4%
VT
449
Vise Technologies
New York
$1.7M +$870K +2,554 +122%
1IA
450
1834 Investment Advisors
Wisconsin
$1.7M +$145K +426 +10%
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